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Set Up Automatic Emails

Overview

This function will allow you to set up a recurring report that emails to any email address.

Instructions

Navigate to Reports

Select a report

Select the email icon

Email Report To: Input email recipients

Email Lookup: Search for email addresses

Include Report: Choose to include the report as body content in the email or as an attachment

Choose email preference

Select the calendar/schedule button

Note: This button allows you to set up a recurring report that sends to any address.

Utilize options

Schedule: Select from Daily, Weekly, or Monthly automatic reports

Start Date/Time & End Date: Select Start Date and End Date (optional)

Include Report: Choose to include the report as body content in the email or as an attachment

Email Report To: Input email recipients

Email Lookup: Search for email addresses

Auto Dates: Determines the date range used, relative to the time the report is run

Note: You can use this option to tell our reporting engine to always send the report updated for the "next 7 days" or for "this weekend" etc. This will ensure you get a report with updated content every time.

Note: When you create a schedule, it is important that you set the Auto Dates setting, otherwise you will receive the exact same report every day.